Succession Planning

How much is your business worth?

If you’re asking yourself that question, you are probably contemplating a major change in your professional life — a change that may mean transferring ownership to a partner or employee, merging with a larger firm or acquiring one of equal or smaller size. How do you determine your practice’s worth, continue to increase it's value and evaluate potential suitors?

At Exemplar Financial Network we have the expertise to give you the objective third-party evaluation you need.  We’ll analyze your cash flow, business model and expenses along with data from recent transactions to give you the answers you are looking for. Our experienced and dedicated team will take into account AUM, revenue diversification, product offerings, client base, business history and help you make the best possible financial arrangement.